About Us
About Integras Partners
Utilizing deep backgrounds in financial planning, investment management and accounting, Integras Partners is well positioned to become the pivotal advisor in achieving the life you desire.
Who we Are
Our Team brings deep backgrounds in investment analysis and management, and comprehensive financial planning. We have helped hundreds of clients build financial stability and live life with less worry.
Why you WANT TO PARTNER WITH a Fiduciary
Integras Partners gladly accepts the legal obligation to act in your best interest, because that’s what we’ve always done.
As an independent Registered Investment Advisor, we have freed our clients from corporate directives (that can limit investment choices), loads, and commissions which are all conflicts of interest.
How We Manage Your Money
We manage a series of investment strategies that keep risk appropriate to given timeframes. This allows us to match your investments to the timeframes of your goals. As your investments grow over the years, we cascade gains down to lower risk strategies to meet your approaching goals.
What to Expect
After an in-depth Discovery Meeting, we align your investments into a unique blend of our investment strategies. We will identify action steps and help you navigate planning for education, taxes, future healthcare costs, or whatever your situation calls for.
We send regular communications including market commentary, performance reports, and explanations of why and what we trade in our strategies. Plus, you can always speak directly with us.
No matter where you stand on your financial journey, we’re here to help.
Partner with Us
Your journey starts today with Integras Partners